CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC (EIN 52-1501082)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-15
- IRS object ID
- 201612289349303221
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T13:07:11-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521501082 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 2028870200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 RHODE ISLAND AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA POOLE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2028870200 | PhoneNum |
| Signature | 2016-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG ZHANG CPA | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN J HAMRE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 RHODE ISLAND AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $73,893,177 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CSIS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | A PUBLIC POLICY RESEARCH INSTITUTION DEDICATED TO ANALYSIS AND POLICY IMPACT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 46 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 354 | TotalEmployeeCnt |
| Total Volunteers | 274 | TotalVolunteersCnt |
| Total Gross UBI | $26,195 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$17,252 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,802,653 | PYContributionsGrantsAmt |
| CY Contributions Grants | $34,796,901 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,273,002 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,565,722 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,196,125 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,071,730 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,729 | PYOtherRevenueAmt |
| CY Other Revenue | -$2,633 | CYOtherRevenueAmt |
| PY Total Revenue | $41,287,509 | PYTotalRevenueAmt |
| CY Total Revenue | $43,431,720 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,784,223 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,334,556 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,624,984 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,688,697 | PYOtherExpensesAmt |
| CY Other Expenses | $17,601,247 | CYOtherExpensesAmt |
| PY Total Expenses | $37,472,920 | PYTotalExpensesAmt |
| CY Total Expenses | $38,935,803 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,814,589 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,495,917 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $152,752,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $152,393,286 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $61,185,372 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,599,250 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $91,567,407 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $95,794,036 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CSIS IS A BIPARTISAN FOREIGN POLICY THINK TANK PROVIDING STRATEGIC INSIGHTS AND POLICY SOLUTIONS TO DECISION MAKERS IN GOVERNMENT, INTERNATIONAL INSTITUTIONS, PRIVATE SECTOR, AND CIVIL SOCIETY. CSIS CONDUCTS POLICY STUDIES AND STRATEGIC ANALYSIS FOCUSED ON DEFENSE AND SECURITY; REGIONAL STABILITY; AND TRANSNATIONAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,916,026 | ExpenseAmt |
| Revenue | $1,645,456 | RevenueAmt |
| Desc | INTERNATIONAL SECURITY PROGRAM: ISP TACKLES ONE OF THE MOST ROBUST AND AMBITIOUS RESEARCH AGENDAS IN THE FIELD. IT COVERS CONVENTIONAL POLITICAL-MILITARY ISSUES, INCLUDING DEFENSE STRATEGY AND POLICY, ACQUISITION AND INDUSTRY, COUNTERTERRORISM AND HOMELAND SECURITY, U.S. NUCLEAR POLICY, WMD PROLIFERATION, DEFENSE BUDGET ANALYSIS, MISSILE DEFENSE, STRATEGIC FUTURES, AND SECURITY COOPERATION. ISP IS ALSO COMMITTED TO ADDRESSING A GROWING RANGE OF NONMILITARY ISSUES DEFINING U.S. FOREIGN AND SECURITY POLICY.NONPARTISAN/BIPARTISAN ANALYSIS OF THE ONGOING DEFENSE AND SECURITY CHALLENGES FACING THE NATION PROVIDES CONGRESS, THE EXECUTIVE BRANCH, AND INDUSTRY THE INFORMATION NEEDED TO MAKE TOUGH DECISIONS. ISP ASSEMBLES TOP-LEVEL LEADERS AND PROVIDES THE PLATFORM FOR THEM TO DEFINE CRITICAL ISSUES AND EXPLAIN THE IMPACT NATIONALLY AND GLOBALLY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,738,112 | ExpenseAmt |
| Desc | THE GLOBAL HEALTH POLICY CENTER'S GOAL IS TO WORK WITH DIVERSE STAKEHOLDERS TO MAKE U.S. GLOBAL HEALTH EFFORTS MORE STRATEGIC, INTEGRATED, AND SUSTAINABLE OVER THE LONG-TERM. THE CENTER HAS PLAYED A KEY ROLE IN SHAPING SUCCESSFUL U.S. GLOBAL HEALTH EFFORTS OVER THE LAST DECADE BY WORKING DIRECTLY WITH POLICYMAKERS, PARTNERING WITH DEVELOPING COUNTRY EXPERTS, AND CONVENING INFLUENTIAL, HIGH-LEVEL WORKING GROUPS LIKE THE HIV/AIDS TASK FORCE AND THE COMMISSION ON SMART GLOBAL HEALTH POLICY. ACROSS THE ENTIRE SPECTRUM OF THE CENTER'S WORK, THERE IS A COMMON GOAL OF GENERATING NEW CONTENT AND ANALYSES IN A BIPARTISAN FASHION TO SHAPE U.S. POLICY APPROACHES ON GLOBAL HEALTH. THE CENTER CONDUCTS ONGOING RESEARCH ON MULTIPLE FACETS OF U.S. GLOBAL HEALTH POLICY AND BRINGS POLICYMAKERS TO CSIS FOR IN-DEPTH DISCUSSIONS ON GLOBAL HEALTH ENGAGEMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,670,888 | ExpenseAmt |
| Revenue | $264,601 | RevenueAmt |
| Desc | THE PACIFIC FORUM COLLABORATES WITH A BROAD NETWORK OF RESEARCH INSTITUTES FROM AROUND THE PACIFIC RIM, DRAWING ON ASIAN PERSPECTIVES AND DISSEMINATING PROJECT FINDINGS AND RECOMMENDATIONS TO GLOBAL LEADERS, GOVERNMENTS, AND MEMBERS OF THE PUBLIC THROUGHOUT THE REGION.THE FORUM'S PROGRAMS ENCOMPASS CURRENT AND EMERGING POLITICAL, SECURITY, ECONOMIC, BUSINESS, AND OCEANS POLICY ISSUES AND WORKS TO HELP STIMULATE COOPERATIVE POLICIES IN THE ASIA PACIFIC REGION THROUGH ANALYSIS AND DIALOGUE UNDERTAKEN WITH THE REGION'S LEADERS IN THE ACADEMIC, GOVERNMENT, AND CORPORATE AREAS. PACIFIC FORUM REGULARLY COSPONSOR CONFERENCES WITH INSTITUTES THROUGHOUT ASIA TO FACILITATE NONGOVERNMENTAL INSTITUTION BUILDING AS WELL AS TO FOSTER CROSS-FERTILIZATION OF IDEAS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,220,749 | ExpenseAmt |
| Revenue | $5,655,665 | RevenueAmt |
| Desc | OTHER PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $17,220,749 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $5,655,665 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $28,545,775 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 197 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 354 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 46 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA POOLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028870200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1616 RHODE ISLAND AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (66 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SAM NUNN | |||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LINDA W HART | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH G LANGONE | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE L ARGYROS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD ARMITAGE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $500 | $0 | $0 | ||
| OTHMAN BENJELLOUN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E BROCK | |||||||
| TRUSTEE & COUNSELOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD BROWN | |||||||
| TRUSTEE & COUNSELOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ZBIGNIEW K BRZEZINSKI | |||||||
| TRUSTEE & COUNSELOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLOS A BULGHERONI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE M COBB | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM S COHEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LESTER CROWN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREAS C DRACOPOULOS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN FAIRBANKS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRIETTA H FORE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM H FRIST | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL P GALVIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HELENE D GAYLE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAURICE R GREENBERG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN HAMMERGREN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN W HEINEMAN JR | |||||||
| TRUSTEE AND SENIOR ADVISER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN B HESS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLA A HILLS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAY L HUNT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAZUO INAMORI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| E NEVILLE ISDELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES L JONES JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM T KEEVAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MUHTAR KENT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED KHOSRAVI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRY A KISSINGER | |||||||
| TRUSTEE & COUNSELOR | 1.00 | Yes (X) | $29,322 | $0 | $9,232 | ||
| DONALD B MARRON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| W JAMES MCNERNEY JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH S NYE JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J PRITZKER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FELIX G ROHATYN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES A SANDERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENT SCOWCROFT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REX W TILLERSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROMESH WADHWANI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDERICK B WHITTEMORE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD LEACH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SEOK-HYUN HONG | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN J HAMRE | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $365,538 | $0 | $27,500 | |
| RALPH A COSSA | |||||||
| TRUSTEE & PRESIDENT PACIFI | 40.00 | Yes (X) | Yes (X) | $160,068 | $0 | $19,153 | |
| MICHELLE KEEGAN | |||||||
| SR. VP - DEVELOPMENT | 40.00 | Yes (X) | $121,262 | $0 | $1,970 | ||
| LISA V POOLE | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $145,390 | $0 | $22,329 | ||
| JOHN MORRISON | |||||||
| SR. VP AND DIR. | 40.00 | Yes (X) | $204,940 | $0 | $27,912 | ||
| DAVID BERTEAU | |||||||
| SR. VP AND DIR. | 40.00 | Yes (X) | $187,960 | $0 | $29,486 | ||
| FRANK VERRASTRO | |||||||
| SR. VP | 40.00 | Yes (X) | $166,361 | $0 | $27,920 | ||
| H ANDREW SCHWARTZ | |||||||
| SR. VP | 40.00 | Yes (X) | $167,443 | $0 | $25,920 | ||
| MICHAEL J GREEN | |||||||
| SR. VP | 40.00 | Yes (X) | $180,448 | $0 | $19,701 | ||
| CRAIG COHEN | |||||||
| EXECUTIVE VP | 40.00 | Yes (X) | $198,297 | $0 | $23,236 | ||
| ALICE BLEVINS | |||||||
| SR. VP- OPERATIONS | 40.00 | Yes (X) | $158,381 | $0 | $18,627 | ||
| JOHANNA N TUTTLE | |||||||
| SR. VP - STRATEGIC PLANNIN | 40.00 | Yes (X) | $49,989 | $0 | $7,144 | ||
| KAREN WONG | |||||||
| SR. VP - MEMBERSHIP GROUPS | 40.00 | Yes (X) | $158,854 | $0 | $19,109 | ||
| KATHLEEN HICKS | |||||||
| SR VP AND DIR | 40.00 | Yes (X) | $194,120 | $0 | $27,766 | ||
| JOSIANE GABEL | |||||||
| VP | 40.00 | Yes (X) | $91,023 | $0 | $9,797 | ||
| HEATHER CONELY | |||||||
| SR. VP | 40.00 | Yes (X) | $160,949 | $0 | $17,765 | ||
| JON B ALTERMAN | |||||||
| SR. VP | 40.00 | Yes (X) | $161,727 | $0 | $26,365 | ||
| JAMES LEWIS | |||||||
| SENIOR ADVISER | 40.00 | $156,066 | $0 | $23,486 | Yes (X) | ||
| MATTHEW GOODMAN | |||||||
| SENIOR ADVISER | 40.00 | $176,278 | $0 | $25,174 | Yes (X) | ||
| CHRISTOPHER JOHNSON | |||||||
| SENIOR ADVISER | 40.00 | $180,514 | $0 | $21,071 | Yes (X) | ||
| ERNEST BOWER IV | |||||||
| SENIOR ADVISER | 40.00 | $174,409 | $0 | $19,097 | Yes (X) | ||
| VICTOR CHA | |||||||
| SENIOR ADVISER | 40.00 | $169,736 | $0 | $18,629 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,759,575 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $468,389 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 51 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JANET FLEISHMAN | |||||
| 7111 CEDAR AVE | TAKOMA PARK | MD | 20912 | CONSULTING | $159,869 |
| JOHN CRISTOPHER DANIEL | |||||
| 7006 WINDSOR LANE | HYATTSVILLE | MD | 20782 | CONSULTING | $116,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,851,853 | GovernmentGrantsAmt |
| All Other Contributions | $32,945,048 | AllOtherContributionsAmt |
| Noncash Contributions | $2,540 | NoncashContributionsAmt |
| Total Contributions | $34,796,901 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTS-GOV'T AGENCY | 900099 | $4,349,921 | $4,349,921 |
| OTHER CONTRACT INCOME | 900099 | $2,961,356 | $2,961,356 |
| CONFERENCE | 900099 | $244,945 | $244,945 |
| ILAB | 900099 | $9,500 | $9,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,565,722 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $820,952 | TotalRevenueColumnAmt |
| Exclusion | $820,952 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,341 | TotalRevenueColumnAmt |
| Exclusion | $5,341 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $661,907 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $794,686 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$132,779 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$132,779 | TotalRevenueColumnAmt |
| Exclusion | -$132,779 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,917,549 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,666,771 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $250,778 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $250,778 | TotalRevenueColumnAmt |
| Exclusion | $250,778 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER REVENUE | 900099 | $98,610 | $98,610 | |
| PARKING | 812930 | $26,195 | $26,195 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $124,805 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,431,720 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,565,722 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $26,195 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,042,902 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,902,071 | TotalAmt |
| Program Services | $1,536,917 | ProgramServicesAmt |
| Management And General | $867,607 | ManagementAndGeneralAmt |
| Fundraising | $497,547 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,695,639 | TotalAmt |
| Program Services | $11,182,544 | ProgramServicesAmt |
| Management And General | $2,761,146 | ManagementAndGeneralAmt |
| Fundraising | $751,949 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,228,845 | TotalAmt |
| Program Services | $884,768 | ProgramServicesAmt |
| Management And General | $270,346 | ManagementAndGeneralAmt |
| Fundraising | $73,731 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,333,100 | TotalAmt |
| Program Services | $898,921 | ProgramServicesAmt |
| Management And General | $323,898 | ManagementAndGeneralAmt |
| Fundraising | $110,281 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,174,901 | TotalAmt |
| Program Services | $845,929 | ProgramServicesAmt |
| Management And General | $258,478 | ManagementAndGeneralAmt |
| Fundraising | $70,494 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,644 | TotalAmt |
| Management And General | $162,644 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,646 | TotalAmt |
| Management And General | $164,646 | ManagementAndGeneralAmt |
| Fundraising | $5,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,912 | TotalAmt |
| Management And General | $132,912 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,218,795 | TotalAmt |
| Program Services | $2,924,252 | ProgramServicesAmt |
| Management And General | $210,666 | ManagementAndGeneralAmt |
| Fundraising | $83,877 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,271 | TotalAmt |
| Program Services | $8,045 | ProgramServicesAmt |
| Management And General | $4,026 | ManagementAndGeneralAmt |
| Fundraising | $200 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,810 | TotalAmt |
| Program Services | $177,412 | ProgramServicesAmt |
| Management And General | $336,678 | ManagementAndGeneralAmt |
| Fundraising | $12,720 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649,095 | TotalAmt |
| Program Services | $567,643 | ProgramServicesAmt |
| Management And General | $47,044 | ManagementAndGeneralAmt |
| Fundraising | $34,408 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,586,410 | TotalAmt |
| Program Services | $2,769,047 | ProgramServicesAmt |
| Management And General | $395,507 | ManagementAndGeneralAmt |
| Fundraising | $421,856 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,166,290 | TotalAmt |
| Program Services | $3,090,018 | ProgramServicesAmt |
| Fundraising | $76,272 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,503,919 | TotalAmt |
| Program Services | $1,322,678 | ProgramServicesAmt |
| Fundraising | $181,241 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,138,592 | TotalAmt |
| Program Services | $1,977,313 | ProgramServicesAmt |
| Management And General | $878,806 | ManagementAndGeneralAmt |
| Fundraising | $282,473 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $613,120 | TotalAmt |
| Management And General | $612,673 | ManagementAndGeneralAmt |
| Fundraising | $447 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,567 | TotalAmt |
| Management And General | $163,567 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $237,744 | $108,044 | $118,801 | $10,899 |
| BOOKS & PUBLICATIONS | $166,687 | $99,499 | $55,599 | $11,589 |
| BAD DEBT EXPENSE | $152,745 | $152,745 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,935,803 | TotalAmt |
| Program Services | $28,545,775 | ProgramServicesAmt |
| Management And General | $7,765,044 | ManagementAndGeneralAmt |
| Fundraising | $2,624,984 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,059 | BOYAmt |
| EOY | $2,059 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,465,707 | BOYAmt |
| EOY | $9,820,545 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,576,495 | BOYAmt |
| EOY | $6,084,073 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,964,964 | BOYAmt |
| EOY | $5,697,942 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,186 | BOYAmt |
| EOY | $180,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $106,460,503 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,677,463 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,659,681 | BOYAmt |
| EOY | $100,783,040 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,578,795 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $27,571,745 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,328,976 | BOYAmt |
| EOY | $2,241,911 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,916 | BOYAmt |
| EOY | $11,916 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,752,779 | BOYAmt |
| EOY | $152,393,286 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,812,605 | BOYAmt |
| EOY | $3,185,976 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,941,521 | BOYAmt |
| EOY | $2,266,710 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,084,533 | BOYAmt |
| EOY | $43,451,840 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,174,998 | BOYAmt |
| EOY | $7,664,998 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,715 | BOYAmt |
| EOY | $29,726 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,185,372 | BOYAmt |
| EOY | $56,599,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,280,708 | BOYAmt |
| EOY | $54,711,256 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,553,494 | BOYAmt |
| EOY | $29,349,575 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,733,205 | BOYAmt |
| EOY | $11,733,205 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,567,407 | BOYAmt |
| EOY | $95,794,036 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,752,779 | BOYAmt |
| EOY | $152,393,286 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,495,917 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$269,288 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,135,945 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,677,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,265,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,802,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,796,901 | CurrentTaxYearAmt |
| Total | $180,677,718 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,135,945 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,677,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,265,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,802,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,796,901 | CurrentTaxYearAmt |
| Total | $180,677,718 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,814,724 | SubstantialContributorsTotAmt |
| Public Support Total170 | $172,862,994 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,605,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $850,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $862,279 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,506,715 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,488,200 | CurrentTaxYearAmt |
| Total | $6,312,626 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,998 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,610 | CurrentTaxYearAmt |
| Total | $260,288 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $187,250,632 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $35,892,009 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME FROM EXEMPT ACTIVITIES - 2010 AMOUNT: $ 49,998. 2011 AMOUNT: $ 8,448. 2012 AMOUNT: $ 59,820. 2013 AMOUNT: $ 43,412. 2014 AMOUNT: $ 98,610. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,466,199 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $304,347 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $217,914 | OtherExpendituresAmt |
| End Year Balance | $12,552,632 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,233,205 | BeginningYearBalanceAmt |
| Contributions | $3,875,735 | ContributionsAmt |
| Investment Earnings Or Losses | $689,680 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $332,421 | OtherExpendituresAmt |
| End Year Balance | $12,466,199 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,233,205 | BeginningYearBalanceAmt |
| End Year Balance | $8,233,205 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,733,205 | BeginningYearBalanceAmt |
| Contributions | $500,000 | ContributionsAmt |
| End Year Balance | $8,233,205 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,983,205 | BeginningYearBalanceAmt |
| Contributions | $250,000 | ContributionsAmt |
| Other Expenditures | $500,000 | OtherExpendituresAmt |
| End Year Balance | $7,733,205 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.06530 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.93470 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,117,228 | OtherCostOrOtherBasisAmt |
| Book Value | $33,117,228 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,713,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,385,193 | DepreciationAmt |
| Book Value | $64,327,867 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,759,314 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,905,609 | DepreciationAmt |
| Book Value | $1,853,705 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,870,901 | OtherCostOrOtherBasisAmt |
| Depreciation | $386,661 | DepreciationAmt |
| Book Value | $1,484,240 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $100,783,040 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GLOBAL ENDOWMENT TARGETED STRATEGY FUND, LP | $2,821,725 | F |
| GLOBAL ENDOWMENT TARGETED STRATEGY FUND, LP | $24,750,020 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,571,745 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV BOND INTEREST SWAP | Desc |
| Amt | $29,726 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,726 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $43,824,206 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$269,288 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $794,686 | OtherRevenueAmt |
| Revenue Not Reported | $525,398 | RevenueNotReportedAmt |
| Revenue Subtotal | $43,298,808 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $132,912 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $132,912 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $43,431,720 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $39,597,577 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $794,686 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $794,686 | ExpensesNotReportedAmt |
| Expenses Subtotal | $38,802,891 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $132,912 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $132,912 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $38,935,803 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | CSIS ENDOWMENT FUNDS ARE POOLED AND INVESTED IN A PROFESSIONALLY MANAGED COMINGLED FUND IN ORDER TO GENERATE EARNINGS AND APPRECIATION THAT WILL PROVIDE A PERPETUAL SOURCE OF INCOME TO SUPPORT CSIS'S PROGRAMMATIC ACTIVITIES. CSIS'S BOARD OF TRUSTEES APPROVES AN ANNUAL DRAW, IN ACCORDANCE WITH UPMIFA AS ENACTED IN THE DISTRICT OF COLUMBIA, TO SPEND ON OPERATIONS IN ACCORDANCE WITH DONOR STIPULATIONS WHERE APPLICABLE. THE FINANCE AND AUDIT COMMITTEE IS SPECIFICALLY CHARGED WITH OVERSEEING ALL CSIS'S INVESTMENTS INCLUDING ITS PERFORMANCE AND INVESTMENT MANAGERS. |
| PART X, LINE 2: | CSIS IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, CSIS QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. CSIS HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED SEPTEMBER 30, 2015. MANAGEMENT HAS EVALUATED CSIS'S TAX POSITIONS AND HAS CONCLUDED THAT CSIS HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE. GENERALLY, CSIS IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE REPORTED ON PART VIII LINE 6B 794,686. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE REPORTED ON PART VIII LINE 6B 794,686. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS' PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $3,795 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS' PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $1,017,305 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS' PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $335,576 |
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS' PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $57,807 |
| NORTH AMERICA | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS' PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $7,346 |
| RUSSIA AND NEIGHBORING STATES | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS' PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $36,323 |
| SOUTH AMERICA | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS' PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $860 |
| SOUTH ASIA | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS' PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $54,487 |
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | AS AN INTERNATIONAL POLICY INSTITUTION FOCUSED ON DEFENSE AND NATIONAL SECURITY; REGIONAL STABILITY; AND GLOBAL CHALLENGES RANGING FROM ENERGY AND CLIMATE TO GLOBAL DEVELOPMENT AND ECONOMIC INTEGRATION, CSIS' PROGRAM SERVICES IN THE REGION RELATE TO IN REGION TRAVEL AND ACCOMMODATIONS FOR ATTENDANCE AND HOSTING OF IN REGION CONFERENCES, EVENTS AND MEETINGS. | $191,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,513,499 | SubtotalSpentAmt |
| Continuation Spent | $191,025 | ContinuationSpentAmt |
| Total Spent | $1,704,524 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | CSIS USES GAAP TO REPORT EXPENDITURES IN A FOREIGN REGION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN J HAMRE | ||||||||||||||
| PRESIDENT & CEO | $364,350 | $0 | $0 | $0 | $1,188 | $0 | $26,000 | $0 | $1,500 | $0 | $393,038 | $0 | $0 | $0 |
| RALPH A COSSA | ||||||||||||||
| TRUSTEE & PRESIDENT PACIFI | $156,360 | $0 | $0 | $0 | $3,708 | $0 | $15,956 | $0 | $3,197 | $0 | $179,221 | $0 | $0 | $0 |
| LISA V POOLE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $145,210 | $0 | $0 | $0 | $180 | $0 | $15,231 | $0 | $7,098 | $0 | $167,719 | $0 | $0 | $0 |
| JOHN MORRISON | ||||||||||||||
| SR. VP AND DIR. | $204,166 | $0 | $0 | $0 | $774 | $0 | $21,089 | $0 | $6,823 | $0 | $232,852 | $0 | $0 | $0 |
| DAVID BERTEAU | ||||||||||||||
| SR. VP AND DIR. | $185,674 | $0 | $0 | $0 | $2,286 | $0 | $19,560 | $0 | $9,926 | $0 | $217,446 | $0 | $0 | $0 |
| FRANK VERRASTRO | ||||||||||||||
| SR. VP | $165,173 | $0 | $0 | $0 | $1,188 | $0 | $17,554 | $0 | $10,366 | $0 | $194,281 | $0 | $0 | $0 |
| H ANDREW SCHWARTZ | ||||||||||||||
| SR. VP | $167,173 | $0 | $0 | $0 | $270 | $0 | $17,554 | $0 | $8,366 | $0 | $193,363 | $0 | $0 | $0 |
| MICHAEL J GREEN | ||||||||||||||
| SR. VP | $170,034 | $0 | $10,000 | $0 | $414 | $0 | $18,158 | $0 | $1,543 | $0 | $200,149 | $0 | $0 | $0 |
| CRAIG COHEN | ||||||||||||||
| EXECUTIVE VP | $198,117 | $0 | $0 | $0 | $180 | $0 | $20,123 | $0 | $3,113 | $0 | $221,533 | $0 | $0 | $0 |
| ALICE BLEVINS | ||||||||||||||
| SR. VP- OPERATIONS | $151,219 | $0 | $7,000 | $0 | $162 | $0 | $16,077 | $0 | $2,550 | $0 | $177,008 | $0 | $0 | $0 |
| KAREN WONG | ||||||||||||||
| SR. VP - MEMBERSHIP GROUPS | $158,584 | $0 | $0 | $0 | $270 | $0 | $16,154 | $0 | $2,955 | $0 | $177,963 | $0 | $0 | $0 |
| KATHLEEN HICKS | ||||||||||||||
| SR VP AND DIR | $193,940 | $0 | $0 | $0 | $180 | $0 | $25,506 | $0 | $2,260 | $0 | $221,886 | $0 | $0 | $0 |
| HEATHER CONELY | ||||||||||||||
| SR. VP | $160,679 | $0 | $0 | $0 | $270 | $0 | $16,222 | $0 | $1,543 | $0 | $178,714 | $0 | $0 | $0 |
| JON B ALTERMAN | ||||||||||||||
| SR. VP | $161,313 | $0 | $0 | $0 | $414 | $0 | $17,062 | $0 | $9,303 | $0 | $188,092 | $0 | $0 | $0 |
| JAMES LEWIS | ||||||||||||||
| SENIOR ADVISER | $154,878 | $0 | $0 | $0 | $1,188 | $0 | $16,215 | $0 | $7,271 | $0 | $179,552 | $0 | $0 | $0 |
| MATTHEW GOODMAN | ||||||||||||||
| SENIOR ADVISER | $175,792 | $0 | $0 | $0 | $486 | $0 | $16,808 | $0 | $8,366 | $0 | $201,452 | $0 | $0 | $0 |
| CHRISTOPHER JOHNSON | ||||||||||||||
| SENIOR ADVISER | $180,303 | $0 | $0 | $0 | $211 | $0 | $12,705 | $0 | $8,366 | $0 | $201,585 | $0 | $0 | $0 |
| ERNEST BOWER IV | ||||||||||||||
| SENIOR ADVISER | $173,995 | $0 | $0 | $0 | $414 | $0 | $17,554 | $0 | $1,543 | $0 | $193,506 | $0 | $0 | $0 |
| VICTOR CHA | ||||||||||||||
| SENIOR ADVISER | $169,322 | $0 | $0 | $0 | $414 | $0 | $17,086 | $0 | $1,543 | $0 | $188,365 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING EMPLOYEE RECEIVED NONTAXABLE CLUB DUES: JOHN HAMRE: $8,100 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRICT OF COLUMBIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 536001131 | BondIssuerEIN |
| CUSIP | 25483VEF7 | CUSIPNum |
| Bond Issued | 2011-06-16 | BondIssuedDt |
| Issue Price | $44,815,000 | IssuePriceAmt |
| Purpose | REFINANCE LAND PURCHASE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $660,000 | RetiredAmt |
| Total Proceeds | $44,815,000 | TotalProceedsAmt |
| In Reserve Fund | $3,646,875 | InReserveFundAmt |
| Issuance Costs From Proceeds | $1,380,422 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $39,787,703 | WorkingCapitalExpendituresAmt |
| Substantial Completion | 2013 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED IN DETAIL BY THE CEO, EXECUTIVE VICE PRESIDENT, CFO AND OTHER MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM. AFTER THE FORM 990 IS REVIEWED INTERNALLY BY MANAGEMENT, A FINAL DRAFT IS PROVIDED TO THE FINANCE & AUDIT COMMITTEE THEN MADE AVAILABLE FOR REVIEW BY THE FULL BOARD OF TRUSTEES. AFTER A BRIEF PERIOD FOR REVIEW AND COMMENT PERIOD BY THE BOARD, THE FORM 990 IS THEN ELECTRONICALLY FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO SIGN A COI OR AN OUTSIDE BUSINESS DISCLOSURE (OMD) STATEMENT UPON HIRE, WHENEVER SIGNIFICANT CHANGES OCCUR AND ANNUALLY, AT A TIME DESIGNATED BY CSIS MANAGEMENT. A THREE-PERSON CONFLICT OF INTEREST REVIEW PANEL DESIGNATED BY CSIS PRESIDENT & CEO REVIEWS ALL OBD STATEMENTS AT LEAST ANNUALLY OR WHENEVER UPDATES ARE SUBMITTED. THE COI REVIEW PANEL CONVENES WHENEVER NECESSARY TO DISCUSS POTENTIAL VIOLATIONS OF THIS POLICY OR TO HELP ADVISE STAFF ON COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION FOR THE PRESIDENT AND CEO IS REVIEWED ANNUALLY USING COMPENSATION SURVEY DATA AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION OF OTHER SENIOR MANAGEMENT AND CORPORATE OFFICERS ARE REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE USING COMPARABLE THINK TANK SURVEY DATA AND IS APPROVED BY THE PRESIDENT AND CEO AND THE FINANCE & AUDIT AND EXECUTIVE COMMITTEES OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. |
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